13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001753219
申報總市值
US$7.6億
US$7.6億
107 檔
24.2%
在 Q4 2025 申報期間，United Capital Management of KS, Inc.（CIK: 0001753219）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$7.6億，共持有 107 個公開申報部位。
在 Q4 2025 期間，United Capital Management of KS, Inc. 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 7 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 PLTR, FBTC, TSLA）累計市值佔比達 24.2%，是驅動 United Capital Management of KS, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 8.56% | -1.69% | -4.72% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 5.96% | -1.41% | -1.23% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 4.18% | -0.15% | +0.30% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.85% | -0.49% | +1.96% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.35% | -0.39% | +4.79% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 3.18% | +0.22% | -1.26% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.10% | -0.09% | -0.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.74% | +0.13% | +0.48% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.73% | -0.01% | +0.92% | |
| 10 | IESC | Ies Holdings Inc | 股票-工業 | 2.47% | +0.16% | -2.65% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.32% | +0.03% | +1.76% | |
| 12 | SANM | Sanmina CORP | 股票-科技 | 2.14% | +0.41% | +0.59% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | -0.08% | +2.34% | |
| 14 | RKLB | Rocket Lab CORP | 股票-工業 | 2.09% | +0.51% | -1.87% | |
| 15 | CEG | Constellation Energy | 股票-公用事業 | 2.08% | -0.35% | +0.47% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.96% | — | +0.47% | |
| 17 | VLO | Valero Energy CORP | 股票-能源 | 1.95% | -0.34% | +0.37% | |
| 18 | FETH | Fidelity Ethereum Fund | ETF-其他 | 1.94% | -1.48% | +1.21% | |
| 19 | NUE | Nucor CORP | 股票-原物料 | 1.92% | +0.21% | +0.69% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 1.92% | -0.33% | -0.44% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.88% | +0.24% | +0.44% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.02% | +2.33% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.32% | +93.11% | |
| 24 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.60% | +0.02% | +3.47% | |
| 25 | NEM | Newmont CORP | 股票-原物料 | 1.56% | -0.06% | -5.81% | |
| 26 | MLI | Mueller Industries Inc | 股票-工業 | 1.39% | -0.07% | +0.02% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 1.38% | -0.35% | -1.24% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.36% | -0.14% | +9.22% | |
| 29 | SCCO | Southern Copper CORP | 股票-原物料 | 1.36% | -0.07% | -0.20% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.35% | -0.14% | — | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | +0.03% | -2.00% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.16% | -0.21% | +1.77% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 1.15% | — | -1.75% | |
| 34 | ZS | Zscaler Inc | 股票-科技 | 1.08% | — | +3.90% | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.07% | -0.16% | +1.67% | |
| 36 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.01% | -0.18% | +3.43% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.96% | -1.46% | EXIT | |
| 38 | ALAB | Astera Labs Inc | 股票-科技 | 0.96% | +1.45% | +2.01% | |
| 39 | TFC | Truist Financial CORP | 股票-金融 | 0.91% | -0.05% | -1.13% | |
| 40 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 0.88% | — | +0.14% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | +0.02% | +1.18% | |
| 42 | SNA | Snap-on Inc | 股票-工業 | 0.72% | -0.03% | -0.66% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.70% | +0.24% | -5.84% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.10% | -0.64% | |
| 45 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.63% | -0.08% | -5.23% | |
| 46 | LNG | Cheniere Energy Inc | 股票-能源 | 0.62% | -0.26% | -21.79% | |
| 47 | BKR | Baker Hughes Co | 股票-能源 | 0.61% | -0.19% | -13.93% | |
| 48 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.60% | -0.08% | +3.37% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | -0.65% | -3.80% | |
| 50 | MSTR | Strategy Inc | 股票-科技 | 0.43% | -0.32% | -33.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | +93.11% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.48% | 加碼 |
| 3 | RKLB | Rocket Lab CORP | +0.7% | -1.87% | 減碼 |
| 4 | XBI | Ss Spdr S&p Biotech ETF | +0.6% | -1.26% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.6% | +0.44% | 加碼 |
| 6 | SANM | Sanmina CORP | +0.6% | +0.59% | 加碼 |
| 7 | NUE | Nucor CORP | +0.4% | +0.69% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | -0.12% | 減碼 |
| 9 | ISRG | Intuitive Surgical Inc | +0.3% | +3.43% | 加碼 |
| 10 | SCCO | Southern Copper CORP | +0.2% | -0.20% | 減碼 |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +4.79% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.92% | 加碼 |
| 13 | NEM | Newmont CORP | +0.2% | -5.81% | 減碼 |
| 14 | CEG | Constellation Energy | +0.2% | +0.47% | 加碼 |
| 15 | MLI | Mueller Industries Inc | +0.2% | +0.02% | 加碼 |
| 16 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +9.22% | 加碼 |
| 17 | CMI | Cummins Inc | +0.1% | +129.59% | 加碼 |
| 18 | IESC | Ies Holdings Inc | -0.1% | -2.65% | 減碼 |
| 19 | DUK | Duke Energy CORP | -0.1% | -0.44% | 減碼 |
| 20 | APA | Apa CORP | -0.1% | -60.00% | 減碼 |
| 21 | ALAB | Astera Labs Inc | -0.1% | +2.01% | 加碼 |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | +1.76% | 加碼 |
| 23 | BKR | Baker Hughes Co | -0.1% | -13.93% | 減碼 |
| 24 | MPC | Marathon Petroleum CORP | -0.1% | +1.67% | 加碼 |
| 25 | COIN | Coinbase Global Inc -class A | -0.2% | +0.07% | 加碼 |
| 26 | UBER | Uber Technologies Inc | -0.2% | -32.60% | 減碼 |
| 27 | ZS | Zscaler Inc | -0.3% | +3.90% | 加碼 |
| 28 | LNG | Cheniere Energy Inc | -0.3% | -21.79% | 減碼 |
| 29 | ARM | Arm Holdings Plc-adr | -0.3% | +3.47% | 加碼 |
| 30 | PLTR | Palantir Technologies Inc-a | -0.4% | -4.72% | 減碼 |
| 31 | ABTC | American Bitcoin Corp-a | -0.5% | — | 不變 |
| 32 | HIMS | Hims & Hers Health Inc | -0.6% | +0.14% | 加碼 |
| 33 | FETH | Fidelity Ethereum Fund | -0.7% | +1.21% | 加碼 |
| 34 | MSTR | Strategy Inc | -0.9% | -33.00% | 減碼 |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | -1.7% | -1.23% | 減碼 |
| 36 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 37 | ITW | Illinois Tool Works | — | EXIT | 清倉 |
| 38 | PPC | Pilgrim's Pride CORP | — | EXIT | 清倉 |
| 39 | PAAS | Pan American Silver CORP | — | NEW | 新建倉 |
| 40 | GDX | Vaneck Gold Miners ETF | — | NEW | 新建倉 |
| 41 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 42 | FIX | Comfort Systems USA Inc | — | EXIT | 清倉 |
| 43 | WPM | Wheaton Precious Metals CORP | — | NEW | 新建倉 |
| 44 | KLAC | Kla CORP | — | EXIT | 清倉 |
| 45 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 46 | EQT | Eqt CORP | — | EXIT | 清倉 |
| 47 | TEM | Tempus Ai Inc-cl A | — | EXIT | 清倉 |
| 48 | VRT | Vertiv Holdings Co-a | — | EXIT | 清倉 |
| 49 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 50 | DELL | Dell Technologies -c | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，United Capital Management of KS, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$7.6億，共申報了 107 個公開持股部位。
在 Q4 2025 季度，United Capital Management of KS, Inc. 按市值排列的前三大核心持股分別為：PLTR (8.6%)、FBTC (6.0%)、TSLA (4.2%)。其中最大持股部位 PLTR 佔據整體投資組合約 8.6% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
META
市值: US$963.7萬
本季最大獲利了結 / 清倉標的
ITW
前期市值: US$831.8萬
在 Q4 2025 季度中，United Capital Management of KS, Inc. 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 20 個部位、減碼 14 個部位以及清倉 8 個部位。 其中最大新建倉標的為 META。 本季清倉部位包含 ITW。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。